Tata small cap fund acquired more shares. Holding is now at 6.6%.
ICICI smallcap fund is also adding slowly as is now at 5.4%.
Posts tagged Value Pickr
Krsnaa Diagnostics – what is the diagnosis? (26-10-2023)
Sree Rayalaseema Hi-Strength Hypo Ltd (26-10-2023)
You’ve pasted from Screener. Screener hasn’t captured standalone cash flow data. It’s available in the annual report. Cash flow from operations is Rs 134 crore, standalone basis. Wild allegations.
Companies with 20%+ growth guidance for next few years (26-10-2023)
Hi, These are not recommendations by any means. We are just screening companies for further studies. One can go through their con call, look at their financials/technical and take decision accordingly. Also as I mentioned in one of the thread, these companies need to be tracked if they are walking the talk or not. They needs to be measured on basis of their quarterly performance and growth trigger.
I have learnt it(hard way) from Laurus lab guidance where management mentioned 1 billion revenue guidance for almost 3 quarters and never achieved that. So we would have to see if guidance is reflecting in the numbers or not.
Companies with 20%+ growth guidance for next few years (26-10-2023)
Hi, These are not recommendations by any means. We are just screening companies for further studies. One can go through their con call, look at their financials/technical and take decision accordingly. Also as I mentioned in one of the thread, these companies need to be tracked if they are walking the talk or not. They needs to be measured on basis of their quarterly performance and growth trigger.
I have learnt it(hard way) from Laurus lab guidance where management mentioned 1 billion revenue guidance for almost 3 quarters and never achieved that. So we would have to see if guidance is reflecting in the numbers or not.
RACL Geartech Limited (26-10-2023)
Dear Divyansh
Thank your for your spontaneous takeup.
You have been given Stock Story rights. Please check if you are able to edit.
You are the lead/owner of EACL Stock story. I ma sure others will pitch in to help
@ayushmit @yogansh @aga.ayush11 @sahil_vi and any others wanting to help
please pitch in generously and help refine once Divyancsh create sthe base.
Hoping for a super collaborative effort again. all the best
RACL Geartech Limited (26-10-2023)
Dear Divyansh
Thank your for your spontaneous takeup.
You have been given Stock Story rights. Please check if you are able to edit.
You are the lead/owner of EACL Stock story. I ma sure others will pitch in to help
@ayushmit @yogansh @aga.ayush11 @sahil_vi and any others wanting to help
please pitch in generously and help refine once Divyancsh create sthe base.
Hoping for a super collaborative effort again. all the best
RACL Geartech Stock Story (26-10-2023)
XYZ BUSINESS
ELEVATOR PITCH
CURRENT MARKET/INDUSTRY TRENDS
BARRIERS TO ENTRY
• X
• Y
• Z
• A
• B
• C
BUSINESS MODEL
• X
• Y
• Z
• A
• B
• C
INTERESTING VIEWPOINTS
• X
• Y
• Z
• A
• B
• C
BULLISH VIEWPOINTS
• X
• Y
• Z
• A
• B
• C
BEARISH VIEWPOINTS
• X
• Y
• Z
• A
• B
• C
VALUATION MODEL
CORPORATE GOVERNANCE SCAN
RED FLAGS/FORENSIC SCAN
DISCLOSURE(s) OF STOCK STORY CONTRIBUTORS
BACKGROUND
RACL Geartech Limited, formerly Raunaq Automotive Components Limited, is an India-based company, which is engaged in automotive gears and components business.
MAIN MARKETS/CUSTOMERS
RACL is supplying to top global OEMs like BMW Motorrad (Germany), Kubota Corporation (Japan, Thailand, and USA), IT Switzerland, KTM AG (Austria), Schneider Electric (Germany), Dana (Italy and China, etc.[1]
Company supplies high precision gears to premium auto customers, and maintain a strong and resilient supply chain network. They have achieved defect free quality production with 100% On-Time deliveries.[2]
MAIN PRODUCTS/SEGMENTS
>Insert from Screener.in when available<
SOURCES:
RACL Geartech Stock Story (26-10-2023)
XYZ BUSINESS
ELEVATOR PITCH
CURRENT MARKET/INDUSTRY TRENDS
BARRIERS TO ENTRY
• X
• Y
• Z
• A
• B
• C
BUSINESS MODEL
• X
• Y
• Z
• A
• B
• C
INTERESTING VIEWPOINTS
• X
• Y
• Z
• A
• B
• C
BULLISH VIEWPOINTS
• X
• Y
• Z
• A
• B
• C
BEARISH VIEWPOINTS
• X
• Y
• Z
• A
• B
• C
VALUATION MODEL
CORPORATE GOVERNANCE SCAN
RED FLAGS/FORENSIC SCAN
DISCLOSURE(s) OF STOCK STORY CONTRIBUTORS
BACKGROUND
RACL Geartech Limited, formerly Raunaq Automotive Components Limited, is an India-based company, which is engaged in automotive gears and components business.
MAIN MARKETS/CUSTOMERS
RACL is supplying to top global OEMs like BMW Motorrad (Germany), Kubota Corporation (Japan, Thailand, and USA), IT Switzerland, KTM AG (Austria), Schneider Electric (Germany), Dana (Italy and China, etc.[1]
Company supplies high precision gears to premium auto customers, and maintain a strong and resilient supply chain network. They have achieved defect free quality production with 100% On-Time deliveries.[2]
MAIN PRODUCTS/SEGMENTS
>Insert from Screener.in when available<
SOURCES:
Chennai petroleum (26-10-2023)
Quick update on important areas after the Q2 2023 results-
CMP : 522
MCap : 7800(approx.)
Book value: 512 ( increased by around Rs.70 QOQ)
Loan Repayment during the quater is around 450 crores,
P/E ratio: 2.7(very much undervalued)
EPS: 196 ( 12 months trailing)
EPS for Q2 only: 79.95
This company is so undervalued compared to other OMCs, and to get a company with such a low pe in Indian equity market is really a very rare thing, if at all the company grows at the same pace or maintain its current profitability in no time it shall be debt free( in last around 18 months company as approximately repaid 5000 crores of borrowing which is a huge achievement for a company having market cap bearly of 7000 crores).
Please correct me if the information is wrongly shared and feel free to reply or feedback
Chennai petroleum (26-10-2023)
Quick update on important areas after the Q2 2023 results-
CMP : 522
MCap : 7800(approx.)
Book value: 512 ( increased by around Rs.70 QOQ)
Loan Repayment during the quater is around 450 crores,
P/E ratio: 2.7(very much undervalued)
EPS: 196 ( 12 months trailing)
EPS for Q2 only: 79.95
This company is so undervalued compared to other OMCs, and to get a company with such a low pe in Indian equity market is really a very rare thing, if at all the company grows at the same pace or maintain its current profitability in no time it shall be debt free( in last around 18 months company as approximately repaid 5000 crores of borrowing which is a huge achievement for a company having market cap bearly of 7000 crores).
Please correct me if the information is wrongly shared and feel free to reply or feedback